JFS Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Buy |
478
+2
| +0.4% | +$159 | ﹤0.01% | 520 |
|
|
2025
Q1 | $36.7K | Buy |
476
+2
| +0.4% | +$154 | ﹤0.01% | 534 |
|
|
2024
Q4 | $38.1K | Buy |
474
+2
| +0.4% | +$161 | ﹤0.01% | 510 |
|
|
2024
Q3 | $37.5K | Buy |
472
+2
| +0.4% | +$159 | ﹤0.01% | 517 |
|
|
2024
Q2 | $34.2K | Buy |
470
+3
| +0.6% | +$219 | ﹤0.01% | 481 |
|
|
2024
Q1 | $35.5K | Buy |
467
+2
| +0.4% | +$152 | ﹤0.01% | 499 |
|
|
2023
Q4 | $34.1K | Buy |
465
+2
| +0.4% | +$147 | ﹤0.01% | 477 |
|
|
2023
Q3 | $30.1K | Buy |
463
+2
| +0.4% | +$130 | ﹤0.01% | 453 |
|
|
2023
Q2 | $31.7K | Buy |
461
+2
| +0.4% | +$138 | ﹤0.01% | 440 |
|
|
2023
Q1 | $30.3K | Buy |
459
+2
| +0.4% | +$132 | ﹤0.01% | 442 |
|
|
2022
Q4 | $29.6K | Buy |
457
+7
| +2% | +$453 | ﹤0.01% | 449 |
|
|
2022
Q3 | $26K | Hold |
450
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $27K | Hold |
450
| – | – | ﹤0.01% | 528 |
|
|
2022
Q1 | $32K | Buy |
+450
| New | +$32K | ﹤0.01% | 511 |
|